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Harbor Financial Group, LLC · 7 hours ago

Client Services Specialist

Charleston, SC

Full-time

Onsite

New Grad, Entry Level

Harbor Financial Group, LLC is seeking a Client Services Specialist to provide exceptional client support in Charleston, SC. The role involves managing client accounts, assisting with financial transactions, and ensuring customer satisfaction by resolving service-related issues promptly.

ConsultingFinancial ServicesWealth Management

Hiring Manager

Cam Werntz

Responsibilities

Providing exceptional client support

Addressing client inquiries

Ensuring customer satisfaction

Managing client accounts

Assisting with financial transactions

Maintaining client relationships

Resolving any service-related issues promptly and courteously

Qualification

Client ServicesCustomer ServiceFinance knowledgeCommunication skillsMultitaskingProblem-solvingDetail-oriented

Required

Strong skills in Client Services and Customer Service to support and manage client needs effectively

Excellent Communication and Customer Satisfaction skills to build and maintain positive relationships with clients

Highly organized, detail-oriented, with the ability to multitask in a fast-paced environment

Strong problem-solving abilities and a customer-first attitude

Preferred

Basic understanding of Finance or financial services is preferred

Company

Harbor Financial Group, LLC

We are a private wealth management firm providing exceptional service with a clearly defined process designed to help manage and preserve wealth.

Founded in 2009

Charleston, South Carolina, USA

2-10 employees

https://harborfinancialgroupsc.com/

Funding

Current Stage

Early Stage

Leadership Team

Benton Montgomery

Partner

Cam Werntz

Partner

Company data provided by crunchbase